The User's Edge
The Official Blog of The Raiser's Edge

How does the Currency Filter affect Reports?

Good afternoon - welcome to my first post.  It's my goal to post here occasionally with tips, tricks, and insights into The Raiser's Edge.  In this post I'd like to talk about a common Support question concerning numbers that appear on Reports.  Often times we hear from organizations that see 'unusual' numbers on their reports.  For example, a donation is listed as $375.09 on a report but you know the donor actually gave $50.  This is often caused by the Currency Filter field.

 We recommend setting the Currency Filter field to 'None (recommended)' unless you want to only view donations that were given in a specific currency.

To set the Currency Filter to 'None (recommended)' go to Tools, User Options, and select the Reports tab.  Highlight Gift Preferences, in the Currency Filter table select 'None (recommended)'.  Note this field is user specific so make sure other users know.  For more information on this you can review knowledgebase solution BB88646.

Comments

Thomas Palmatier said:

Keep the tips coming, Kevin. :)

# March 31, 2008 4:54 PM

Dan Enright said:

When I select the Reports Tab I do not see "Gift Preferences".

Where is it?

Dan E.

# April 1, 2008 8:55 AM

Dan Enright said:

Never mind.

Now I see it.

I hit the wrong Tab.

# April 1, 2008 8:59 AM